NFA
Northwest Financial Advisors’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,268
| Closed | -$504K | – | 116 |
|
|
2025
Q1 | $504K | Buy |
+6,268
| New | +$504K | 0.42% | 59 |
|
|
2024
Q4 | – | Sell |
-860
| Closed | -$71.3K | – | 483 |
|
|
2024
Q3 | $71.3K | Buy |
+860
| New | +$71.3K | 0.06% | 189 |
|
|
2024
Q1 | – | Sell |
-179
| Closed | -$11.7K | – | 466 |
|
|
2023
Q4 | $11.7K | Buy |
+179
| New | +$11.7K | 0.01% | 362 |
|